Case Study

Integration Management Office for $40M Opthalmology & Specialty Eye Care Portfolio Company

"Creation of the Integration Management Office to assist in pre-close transactional alignment, perform resource assessments and functional structuring, and develop overall integration approach to assist in achieving the overall investment thesis​"


  • $40M Ophthalmology & Specialty Eye Care Practice seeking to become a leading eyecare provider through geographical expansion via acquisitions​
  • Client was in the final stages of the deal process and had identified areas of risk to closing​
  • Required formalized integration management office to organize and prioritize pre-close, close, and post-close integration activities​
  • Communication pathways were not yet built to support the integration​
  • SLKone was hired to establish and support the Integration Management Office through a smooth integration of the two organizations

Bespoke Solutions

  • Formal evaluation of integration planning to date, supported by the due diligence efforts, revealed a missing connection between strategy and execution​
  • Executed resource evaluation to determine go-forward organizational structure and alignment to planning process​
  • Developed and facilitated a Go/No-Go process, separating tasks that affect the decision to execute the deal versus tasks needed for integration​
    • Improved various processes to support capacity restraints​
  • Developed detailed integration project plan by function; as well as supporting tools, including:​
    • Formalized Risks / Mitigations​
    • Formalized Communication Plans / Processes​
    • Acquisition Checklist for Key Functions

Leading With Results

  • Achieved a successful close and transition to post-close activities​
  • Improved communication process, to be more defined in both the timeline and strategy ​
    • Acted as conduit between two organizations during initial phase​
    • Linked the two organizations through formalized pathways and processes​
  • Improved pro-active behavior; internal processes to get in order before close (anticipation of various changes / different plans)​
  • Successful cultural shift to Strategic Thinking; utilizing critical thinking versus task management
Case studies and expertise may represent projects and engagements performed by SLKone team members prior to their employment at SLKone